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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1876
Lountzis Asset Management
Pennsylvania
$160K
LAS
1877
Lloyd Advisory Services
Georgia
$156K -$4.44K -33 -3%
ARMC
1878
American Research & Management Company
Massachusetts
$148K +$16.1K +120 +12%
SWM
1879
Selective Wealth Management
Virginia
$146K
CAL
1880
Capital Advisors Ltd
Ohio
$144K
FEG
1881
Financial Enhancement Group
Indiana
$140K +$1.61K +12 +1%
CAL
1882
Capital Analysts LLC
Pennsylvania
$139K +$1.08K +8 +0.8%
KCM
1883
Kathmere Capital Management
Pennsylvania
$137K +$138K +1,024 New
AA
1884
Advisory Alpha
Michigan
$134K +$129K +958 New
AAP
1885
Arax Advisory Partners
Colorado
$131K +$99.5K +740 +308%
FMP
1886
Financial Management Professionals
Texas
$130K +$108K +803 +475%
PFWA
1887
Paces Ferry Wealth Advisors
Georgia
$130K +$130K +970 New
MLFP
1888
MPS Loria Financial Planners
Illinois
$128K
EWM
1889
Elmwood Wealth Management
California
$127K
PFGIA
1890
Patriot Financial Group Insurance Agency
Massachusetts
$126K +$135 +1 +0.1%
CWM
1891
Cranbrook Wealth Management
Michigan
$125K
HGWM
1892
Harvest Group Wealth Management
Massachusetts
$125K
CCM
1893
Chiron Capital Management
Florida
$123K +$123K +916 New
SL
1894
Savior LLC
Massachusetts
$116K
CA
1895
Centerpoint Advisors
Massachusetts
$116K +$2.56K +19 +2%
RIM
1896
Rockbridge Investment Management
New York
$115K
EI
1897
Ellevest Inc
New York
$114K -$28.7K -213 -20%
CHA
1898
Carmichael Hill & Associates
Maryland
$110K +$39.7K +295 +56%
RFA
1899
Reilly Financial Advisors
California
$107K -$6.05K -45 -5%
JWA
1900
JFS Wealth Advisors
Pennsylvania
$105K